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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.3B AUM 526 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 188 Added 166 Reduced 95 Exited
Page 10 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RNW RENEW ENERGY GLOBAL PLC Utilities 947,339.0 $4.3M 0.10% +52K +5.8% $4.58 +29.9%
182 AVA AVISTA CORP Utilities 107,924.0 $4.3M 0.10% +1K +1.4% $40.14 +4.6%
183 MPC MARATHON PETE CORP Energy 17,615.0 $4.3M 0.10% NEW $244.18 +9.0%
184 RGA REINSURANCE GROUP AMER INC Financial Services 20,872.0 $4.3M 0.10% $204.16 -1.4%
185 HSY HERSHEY CO Consumer Defensive 20,483.0 $4.3M 0.10% +2K +12.0% $207.89 -15.4%
186 EA ELECTRONIC ARTS INC Communication Services 20,371.0 $4.2M 0.10% -7K -25.9% $203.87 -0.3%
187 PINNACLE FINL PARTNERS INC 47,727.0 $4.1M 0.10% NEW $86.14
188 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 66,721.0 $4.1M 0.10% -4K -5.8% $61.35 -13.6%
189 CTAS CINTAS CORP Industrials 23,800.0 $4.0M 0.09% +1K +5.0% $169.51 +2.4%
190 DSGX DESCARTES SYS GROUP INC Technology 56,146.0 $4.0M 0.09% +12K +27.7% $71.43 +5.3%
191 UPS UNITED PARCEL SVCS INC Industrials 40,719.0 $4.0M 0.09% -19K -31.4% $98.38 +9.5%
192 ROST ROSS STORES INC Consumer Cyclical 18,396.0 $4.0M 0.09% -14K -43.9% $217.19 +4.7%
193 WY WEYERHAEUSER CO Real Estate 161,967.0 $4.0M 0.09% -39K -19.4% $24.43 -1.5%
194 CEG CONSTELLATION ENERGY CORP Utilities 14,060.0 $3.9M 0.09% +2K +17.8% $279.25 -10.2%
195 PANW PALO ALTO NETWORKS INC Technology 24,211.0 $3.9M 0.09% -12K -34.0% $160.59 +65.8%
196 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 107,202.0 $3.9M 0.09% -24K -18.5% $36.11 +7.1%
197 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 47,514.0 $3.8M 0.09% +657.0 +1.4% $80.95 -4.0%
198 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 46,282.0 $3.8M 0.09% +15K +46.0% $82.13 -27.9%
199 ALV AUTOLIV INC Consumer Cyclical 35,950.0 $3.8M 0.09% +3K +10.7% $105.16 +21.9%
200 CRH PLC 35,649.0 $3.7M 0.09% -534.0 -1.5% $105.12
Page 10 of 27  ·  526 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.1%
Financial Services 19.5%
Industrials 10.8%
Healthcare 10.4%
Communication Services 7.2%
Consumer Cyclical 6.9%
Energy 6.2%
Basic Materials 5.7%
Utilities 4.7%
Consumer Defensive 3.2%